Overview:
- Single day sale in China reached an unprecedented USD 38Bn within 24 hours up 44% annually. It was strongly driven by Alibaba’s Tmall and JD.com, together contributing close to 90% of the total GMV. Huawei, Xiaomi and Apple were the most popular and grossing mobile brands benefiting from the sales carnival.
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Sell in and sell through were both strong globally in October. Sell-through was strong in markets like India due to Diwali sales, developed markets also picked up, thanks to a push from operators on the back of new product introductions including, principally, iPhone 8.
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After a steady September, Apple is starting to gain momentum with iPhone 8. But consumer anticipation of iPhone X limited sales volume compared to iPhone 7. We expect Apple to enjoy an elongated sales cycle thanks to a slowish ramp for iPhone X, but one that lasts well into 2018.
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Performance of Samsung S8 series was decent sequentially thanks to strategic price moves, while Note 8, together with its solid J and A series helped to keep Samsung’s ship steady.
Table of Contents:
- Key Takeaways
- Monthly Research Topic
- Emerging Tech Opportunities
- Global Market Status
- Market Sizing – Demand & Supply / Price band
- Market Share – Vendor / Price band
- Major Country Landscape
- US Market Landscape
- China Market Landscape
- India Market Landscape
- Trends in Features and Specs
- Hardware trends and feature adoption rates
- Average feature sets
- Vendor market share by feature set
Number of Pages: 47 (Full reports are available for clients at our portal)
Author: Counterpoint (analyst@counterpointresearch.com)
Published Date: November 2017